Skip to content
Gallery
Meeting notes (with Salesforce)
Log meeting notes to Salesforce
Salesforce setup
Share
Explore

icon picker
Salesforce setup

so-so
Bring your Salesforce data into this account hub. Running into any unexpected challenges? Click the question mark at the bottom right of this page or reach out to your account team for help. We also have
documentation
⁠
for the integration if you need more info.
salesforce

Instructions: How to Install the Salesforce Pack


Click “Insert” at the top right of your doc
⁠
Salesforce-choose-insert.png
⁠
⁠


Choose “Packs” and search for “Salesforce”
⁠
Salesforce-choose-salesforce-pack.png
⁠
⁠

Add the pack to your doc
⁠
image.png
⁠
⁠

Choose the account to connect with
The Salesforce pack grants you the same permissions (access) as your Salesforce account
⁠
Salesforce-choose-account.png
⁠
⁠

Set view permissions for this connection
You and anyone this doc is shared with is recommended and required for viewing Salesforce data in your doc. This means that if you add data from Salesforce and then share the doc, your team can see the data you added. Think of it as if you exported a SFDC report to Excel.
⁠
image.png
⁠
⁠

Set actions permissions for this connection
Only you is recommended
⁠
image.png
⁠
⁠

You’re all set!

Next refresh your data →

⁠
Refresh Salesforce Data
⁠
⁠

Salesforce Data

⁠
Refresh Accounts
⁠
⁠
Accounts
Not synced yet
Record
Account name
Account ID
1
Burlington Textiles Corp of America
001Dn000009FB4HIAW
2
Mercedes Benz
001Dn000009FB4JIAW
3
sForce
001Dn000009FB4RIAW
4
GenePoint
001Dn000009FB4QIAW
5
United Oil & Gas, UK
001Dn000009FB4OIAW
6
Pyramid Construction Inc.
001Dn000009FB4IIAW
7
Sample Account for Entitlements
001Dn000006DRrDIAW
8
Edge Communications
001Dn000009FB4GIAW
9
United Oil & Gas, Singapore
001Dn000009FB4PIAW
10
Grand Hotels & Resorts Ltd
001Dn000009FB4KIAW
11
Express Logistics and Transport
001Dn000009FB4MIAW
12
University of Arizona
001Dn000009FB4NIAW
13
United Oil & Gas Corp.
001Dn000009FB4LIAW
There are no rows in this table
⁠

⁠
⁠
Refresh Contacts
⁠
⁠
Contacts
Not synced yet
Record
Full Name
Title
Department
Email
1
003Dn000006Hyr9IAC
Andy Young
SVP, Operations
Internal Operations
cjames+test@coda.io
2
003Dn000006HyrDIAS
Lauren Boyle
SVP, Technology
Technology
lboyle@uog.com
3
003Dn000006HyrGIAS
Arthur Song
CEO
Executive Team
asong@uog.com
4
003Dn000006HyrHIAS
Avi Green
CFO
Finance
agreen@uog.com
5
003Dn000006HyrIIAS
Babara Levy
SVP, Operations
Operations
b.levy@express.net
6
003Dn000006HyrJIAS
Ashley James
VP, Finance
Finance
ajames@uog.com
7
003Dn000006HyrMIAS
Edna Frank
VP, Technology
Technology
efrank@genepoint.com
8
003Dn000006Hyr7IAC
Jack Rogers
VP, Facilities
​
jrogers@burlington.com
9
003Dn000006HyrKIAS
Tom Ripley
Regional General Manager
Executive Team
tripley@uog.com
10
003Dn000006Hyr5IAC
Rose Gonzalez
SVP, Procurement
Procurement
rose@edge.com
11
003Dn000006HyrEIAS
Josh Davis
Director, Warehouse Mgmt
Warehouse Mgmt
j.davis@expressl&t.net
12
003Dn000006HyrOIAS
Jake Llorrac
​
​
​
13
003Dn000006Hyr8IAC
Pat Stumuller
SVP, Administration and Finance
Finance
pat@pyramid.net
14
003Dn000006HyrFIAS
Jane Grey
Dean of Administration
Administration
jane_gray@uoa.edu
15
003Dn000006HyrAIAS
Tim Barr
SVP, Administration and Finance
Finance
barr_tim@grandhotels.com
16
003Dn000006HyrNIAS
Siddartha Nedaerk
​
​
​
17
003Dn000006HyrCIAS
Stella Pavlova
SVP, Production
Production
spavlova@uog.com
18
003Dn000006Hyr6IAC
Sean Forbes
CFO
Finance
sean@edge.com
19
003Dn000006HyrLIAS
Liz D'Cruz
VP, Production
Production
ldcruz@uog.com
20
003Dn000006HyrBIAS
John Bond
VP, Facilities
Facilities
bond_john@grandhotels.com
There are no rows in this table
⁠

Instructions: How to Install the Salesforce Pack
Salesforce Data
Accounts
Contacts
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.